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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

946 hedge funds and large institutions have $17.8B invested in iShares MSCI EAFE Value ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 415 increasing their positions, 262 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
+56
Holders Change %
+6.29%
% of All Funds
13.68%
Holding in Top 10
90
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+69.81%
% of All Funds
1.3%
New
107
Increased
415
Reduced
262
Closed
41
Calls
$84.1M
Puts
–
Net Calls
+$84.1M
Net Calls Change
+$84.1M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.66B
2
LPL Financial
LPL Financial
California
+$351M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$256M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$235M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$181M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$662M
2
Ameriprise
Ameriprise
Minnesota
-$216M
3
Jane Street
Jane Street
New York
-$93.5M
4
SP
Symmetry Partners
Connecticut
-$51M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
351
Financial Engines Advisors
California
$2.57M -$103K -1,788 -4%
SYBT
352
Stock Yards Bank & Trust
Kentucky
$2.57M -$387K -6,731 -13%
WT
353
Whittier Trust
California
$2.56M -$311K -5,411 -11%
CWP
354
Cyndeo Wealth Partners
Florida
$2.54M +$1M +17,453 +65%
BIG
355
Bush Investment Group
Georgia
$2.52M +$1.53M +26,543 +154%
VPP
356
Vertex Planning Partners
Illinois
$2.5M +$1.57M +27,213 +167%
MWS
357
Maxwell Wealth Strategies
California
$2.47M +$1.16M +20,773 +89%
SWA
358
Sax Wealth Advisors
New Jersey
$2.45M -$20.8K -361 -0.8%
SWP
359
Stratos Wealth Partners
Ohio
$2.45M -$4.55M -79,080 -65%
SRC
360
Shufro Rose & Co
New York
$2.45M – – –
RJT
361
Raymond James Trust
Florida
$2.44M -$15.6K -271 -0.6%
RIM
362
Redwood Investment Management
Arizona
$2.39M +$1.28M +22,246 +115%
CIS
363
Custom Index Systems
New York
$2.38M +$1.03M +17,940 +77%
AFTS
364
American Financial & Tax Strategies
New York
$2.37M -$23K -399 -1%
CB
365
Commerce Bank
Missouri
$2.34M -$61.8K -1,074 -3%
FHA
366
Flagship Harbor Advisors
Massachusetts
$2.33M +$2.33M +40,560 New
EWA
367
EverSource Wealth Advisors
Alabama
$2.3M -$110K -1,910 -5%
SWM
368
Sterling Wealth Management
Illinois
$2.3M -$5.29K -92 -0.2%
IA
369
IFP Advisors
Florida
$2.29M +$1.01M +17,503 +78%
CC
370
Copperleaf Capital
North Carolina
$2.29M -$69.6K -1,210 -3%
CFG
371
Clayton Financial Group
Missouri
$2.27M +$818K +14,215 +56%
PFP
372
Pinnacle Financial Partners
Tennessee
$2.25M +$47.6K +828 +2%
IIC
373
Ironwood Investment Counsel
Arizona
$2.24M -$9.55K -166 -0.4%
ICP
374
Interchange Capital Partners
Pennsylvania
$2.22M +$1.4M +24,287 +169%
WF
375
Warner Financial
Maryland
$2.22M +$13.1K +227 +0.6%
13 14
15
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